Shaker Financial Services, LLC - PUTNAM PREMIER INCOME TR ownership

PUTNAM PREMIER INCOME TR's ticker is PPT and the CUSIP is 746853100. A total of 100 filers reported holding PUTNAM PREMIER INCOME TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q3 2023$572,729
-7.8%
169,613
-3.4%
0.27%
-1.5%
Q2 2023$621,120
-34.6%
175,514
-33.7%
0.27%
-34.7%
Q1 2023$949,179
+5.2%
264,695
+7.2%
0.42%
-1.7%
Q4 2022$902,315
+248.4%
246,804
+241.6%
0.42%
+229.7%
Q3 2022$259,000
+6.6%
72,246
+12.8%
0.13%
+8.5%
Q2 2022$243,000
-86.7%
64,028
-86.0%
0.12%
-82.8%
Q1 2022$1,827,000
-39.8%
457,897
-35.6%
0.69%
-35.8%
Q4 2021$3,036,000
+37.4%
710,940
+47.1%
1.07%
+21.3%
Q3 2021$2,209,000
-17.8%
483,343
-16.1%
0.88%
-11.2%
Q2 2021$2,686,000
+24.5%
576,327
+30.1%
1.00%
+15.9%
Q1 2021$2,157,000
-37.6%
442,842
-40.5%
0.86%
-40.4%
Q4 2020$3,459,000
+51.4%
743,881
+44.9%
1.44%
+18.1%
Q3 2020$2,285,000
+1003.9%
513,435
+1024.5%
1.22%
+772.1%
Q1 2020$207,000
+47.9%
45,660
+67.6%
0.14%
+91.8%
Q2 2019$140,000
-23.9%
27,242
-23.7%
0.07%
-21.5%
Q1 2019$184,000
-32.6%
35,719
-38.6%
0.09%
-39.6%
Q4 2018$273,000
-53.9%
58,128
-48.5%
0.15%
-59.4%
Q4 2014$592,000
+78.3%
112,765
+87.9%
0.38%
+73.9%
Q1 2014$332,00060,0000.22%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q4 2021
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 696,257$3,300,0002.70%
Quad-Cities Investment Group, LLC 503,168$2,385,0002.45%
Arbor Wealth Management, LLC 1,068,882$5,067,0002.37%
SIT INVESTMENT ASSOCIATES INC 7,369,343$34,931,0001.10%
Sterneck Capital Management, LLC 212,833$1,009,0000.95%
OTA Financial Group L.P. 155,032$734,0000.83%
Ascension Capital Advisors, Inc. 78,076$370,0000.32%
Apollon Wealth Management, LLC 110,955$526,0000.29%
Ballew Advisors, Inc 44,045$211,0000.21%
CAHILL FINANCIAL ADVISORS INC 83,571$397,0000.15%
View complete list of PUTNAM PREMIER INCOME TR shareholders